Rose & Company
Rose & Company is an independent capital markets advisory firm that provides public and private companies with senior-led access to long-only institutional investors and a suite of investor relations, perception study, financial communications, and investor day services.
- Company typePrivate
- Founded2015
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Rose & Company firmographics
Firmographics- Name
- Rose & Company
- Legal name
- Rose & Company Holdings, LLC
- Website
- https://roseandco.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Rose & Company is an independent capital markets advisory firm that provides public and private companies with senior-led access to long-only institutional investors and a suite of investor relations, perception study, financial communications, and investor day services.
- Ownership category
- akta.pro rank
Rose & Company industry classification
Industry- Product category
- Capital Markets Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Management Consulting Services (541618)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
- akta.pro secondary industry
- Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)
Keywords
Where Rose & Company is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Rose & Company business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investor Relations Advisory Services: Quarterly retainer fees for investor relations services provided to public companies seeking to expand their shareholder base and engage with institutional investors
- Capital Markets Advisory: Strategic counsel and corporate advisory services to private and public companies across various engagement structures
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Standard quarterly retainer for investor relations services |
| Subscription | Quarterly | Premium investor relations engagement |
| Hybrid | Annual | Annual retainer with equity compensation |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Rose & Company product offering
Product offeringCore offering
Rose & Company is a capital markets advisory firm that provides public and private companies with strategic access to high-quality, long-only institutional investors through a proprietary 4-step engagement process covering qualification, outreach, feedback, and follow-through. The firm supplements this core Investor Access service with a Corporate Advisory suite that includes investor relations strategy, investor perception studies, financial communications, messaging audits, presentation development, investor days, reporting and analytics, private markets advisory, and exchange selection support. The affiliated Rose & Co. Capital Advisors entity (a FINRA/SIPC member) delivers securities-related advisory services.
Product overview
Rose & Company is an independent capital markets advisory firm offering a unified platform of investor engagement and corporate advisory services. The core offering is Investor Access, which provides companies access to high-quality, long-only institutional investors through a proprietary 4-step process (Qualification, Outreach, Feedback, Follow-Through). The Corporate Advisory suite supplements this with complementary services including Investor Relations Strategy, Investor Perception Studies, Financial Communications, Messaging Audit, Presentation Development, Investor Days (via joint venture with Fine Communications), Reporting & Analytics, Private Markets Advisory, and Exchange Selection. Rose & Co. Capital Advisors operates as a subsidiary (Member FINRA/SIPC) providing securities-related services. The firm was established in 2015 and serves companies across all industries, geographies, and market capitalizations.
Differentiator
Problem solved
Functional benefit
Brands
- Rose & Co. Capital: Corporate advisory firm offering strategic counsel and tailored solutions to private and public companies, member of FINRA/SIPC.
- Rose & Fine
Products and services
- Investor Access
Quantifiable outcome
- 2.8x increase in U.S. institutional share ownership for TSX-listed company
- +4 more outcomes
Companies that use Rose & Company
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
Rose & Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Rose & Company partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and strategic.
- Fine CommunicationscoreJoint venture partnership bringing together Rose & Company's capital markets expertise with Fine Communications' two decades of investor day execution experience. The JV offers comprehensive investor day services from strategy through execution, combining Rose & Co.'s buy-side/sell-side relationships and content expertise with Fine's specialized event orchestration capabilities.
- S&P Global Market IntelligencestrategicStrategic collaboration to offer end-to-end solution for investor access and engagement. The partnership combines Rose & Company's investor outreach capabilities with S&P Global Market Intelligence's data and analytics platforms to provide enhanced investor targeting and engagement services.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Rose & Company competitors and assessment
Company assessmentBroad incumbents
- ICR Inc. ICR is a leading strategic communications and advisory firm specializing in investor relations, public relations, and crisis communications. It directly competes with Rose & Company in IR advisory and capital markets communications, with broader service offerings and larger scale.
- Brunswick Group: Brunswick Group is a global strategic communications advisory firm with strong capital markets and IR advisory capabilities. It serves similar public company clients but operates at significantly larger scale with broader geographic presence.
- FTI Consulting: FTI Consulting's Strategic Communications segment provides investor relations and corporate communications advisory to public companies. It is a broad incumbent offering similar services as part of a much larger professional services portfolio.
- Teneo: Teneo is a global advisory firm offering strategic communications, investor relations, and management consulting. It serves similar public company clients with capital markets advisory needs but at much larger scale across broader service lines.
Direct peers
- Joele Frank: Joele Frank is a strategic communications firm focused on investor relations, M&A communications, and special situations. It is a direct competitor in IR advisory serving similar public company clients with comparable service offerings.
- Morrow Sodali: Morrow Sodali is a global advisory firm specializing in corporate governance, proxy advisory, and strategic investor relations services. It competes directly with Rose & Company in IR advisory and shareholder engagement services.
- Longacre Square Partners: Longacre Square Partners is a strategic communications and investor relations advisory firm serving public companies. It is a direct peer of similar boutique size competing for IR advisory mandates from small and mid-cap issuers.
- The Equity Group: The Equity Group (formerly Equity Group Investments) is an investor relations and strategic advisory firm founded by Laura H. Weir. It is a direct boutique competitor in IR advisory, serving similar small and mid-cap public company clients.
- Cameron Associates: Cameron Associates is a boutique investor relations and corporate advisory firm serving small and mid-cap public companies. It directly competes with Rose & Company for IR advisory mandates with comparable service scope.
- Allen & Caron: Allen & Caron is a strategic investor relations and corporate communications firm serving small-cap and mid-cap public companies. It is a direct boutique competitor in IR advisory with similar client profile.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Rose & Company social profiles
Digital presenceRose & Company compliance and trust
Trust signalCompliance2 records
Rose & Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rose & Company leadership team
Management profileNumber of profiles
Profiles6 records
Rose & Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rose & Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rose & Company
What does Rose & Company do?
Rose & Company is a capital markets advisory firm that provides public and private companies with strategic access to high-quality, long-only institutional investors through a proprietary 4-step engagement process covering qualification, outreach, feedback, and follow-through. The firm supplements this core Investor Access service with a Corporate Advisory suite that includes investor relations strategy, investor perception studies, financial communications, messaging audits, presentation development, investor days, reporting and analytics, private markets advisory, and exchange selection support. The affiliated Rose & Co. Capital Advisors entity (a FINRA/SIPC member) delivers securities-related advisory services.
Is Rose & Company a public or private company?
Rose & Company is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Rose & Company founded?
Rose & Company was founded in 2015. It employs 11 to 50 people.
Where is Rose & Company based?
Rose & Company is headquartered in New York, United States, in the North America region.
How does Rose & Company make money?
Two revenue lines are on record. Investor Relations Advisory Services are the primary driver. The others are capital Markets Advisory.
Who are Rose & Company's main competitors?
Broad incumbents on record are ICR Inc., Brunswick Group, FTI Consulting and Teneo. Direct peers are Joele Frank, Morrow Sodali, Longacre Square Partners, The Equity Group, Cameron Associates and Allen & Caron.
Does Rose & Company have an API?
No public API is recorded for Rose & Company.
What industry is Rose & Company in?
Rose & Company's product category is Capital Markets Advisory Services. Its primary akta.pro industry code is FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked), with a secondary code of BPAHAOAG, Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs). Its NAICS code is 523940 and its SIC code is 6282.